Nuveen Amt-Free Muni ValNUW
13F holders, Q2 2024 (June 30)50holders +3
3new positions
3sold out
$13.88avg. 13F price*
At the end of Q2 2024, 50 institutions reported holding Nuveen Amt-Free Muni Val (NUW) in their 13F filings, up 3 from Q1 2024. 3 opened new positions and 3 sold out. The largest holders were Tortoise Investment Management, LLC ($14.7M), 1607 Capital Partners, LLC ($13.7M) and Karpus Management, Inc. ($13.6M).
- Company
- Nuveen Amt-Free Muni Val
- CUSIP
- 670695105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $528K |
| Exits | 3 | $334K |
All 13F filers, Q1 2024 → Q2 2024: 381,296 shares bought and 236,412 shares sold, net +144,884 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Tortoise Investment Management, LLC | 1.67% | Add +5.0% | 1,057,674 | $14.7M |
| 1607 Capital Partners, LLC | 1.23% | Reduce -2.8% | 990,171 | $13.7M |
| Karpus Management, Inc. | 0.38% | Reduce -2.9% | 976,716 | $13.6M |
| Morgan Stanley | 0.00% | Add +26.2% | 684,732 | $9.5M |
| Rivernorth Capital Management, LLC | 0.34% | Add +0.2% | 513,300 | $7.1M |
| Guggenheim Capital LLC | 0.04% | Reduce -2.3% | 433,777 | $6.0M |
| Hennion & Walsh Asset Management, Inc. | 0.19% | Reduce -30.8% | 268,641 | $3.7M |
| UBS Group AG | 0.00% | Add +15.0% | 251,630 | $3.5M |
| Bank of America Corp. | 0.00% | Reduce -0.7% | 189,606 | $2.6M |
| Wells Fargo & Company | 0.00% | Reduce -3.5% | 164,800 | $2.3M |
| Captrust Financial Advisors | 0.01% | Add +35.3% | 139,246 | $1.9M |
| Van Eck Associates Corp. | 0.00% | Add +14.8% | 132,473 | $1.8M |
| Ahl Investment Management, Inc. | 1.10% | Add +15.2% | 108,205 | $1.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +13.3% | 102,249 | $1.4M |
| LPL Financial LLC | 0.00% | Add +21.5% | 98,984 | $1.4M |
| Raymond James & Associates | 0.00% | Add +0.1% | 89,104 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Add +2.1% | 58,156 | $807K |
| Sanctuary Advisors, LLC | 0.01% | — | 57,672 | $779K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.1% | 44,356 | $616K |
| Wolverine Asset Management LLC | 0.06% | Add +22.0% | 42,976 | $597K |
| Landscape Capital Management, L.L.C. | 0.05% | Reduce -8.9% | 40,734 | $565K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.0% | 39,119 | $543K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.5% | 36,034 | $500K |
| Melfa Wealth Management, Inc. | 0.34% | Add +0.0% | 34,973 | $485K |
| Koshinski Asset Management, Inc. | 0.04% | Add +6.3% | 32,582 | $448K |
| Royal Bank of Canada | 0.00% | Add +2.5% | 31,973 | $443K |
| Palumbo Wealth Management LLC | 0.19% | No change | 31,562 | $438K |
| Realta Investment Advisors | 0.07% | Add +0.0% | 24,894 | $346K |
| Tyche Wealth Partners LLC | 0.07% | No change | 21,800 | $303K |
| Nomura Holdings Inc. | 0.00% | No change | 21,563 | $299K |
| Jones Financial Companies LLLP | 0.00% | New | 21,514 | $299K |
| Ackerman Capital Advisors, LLC | 0.08% | Add +23.2% | 20,508 | $285K |
| Creekside Partners | 0.15% | — | 20,000 | $278K |
| Access Financial Services, Inc. | 0.12% | No change | 19,010 | $264K |
| Breakwater Capital Group | 0.05% | Reduce -38.5% | 14,455 | $201K |
| Stephens Inc. | 0.00% | Reduce -0.8% | 14,380 | $200K |
| Hilltop Holdings Inc. | 0.02% | Add +1.0% | 11,853 | $165K |
| Ancora Advisors LLC | 0.00% | No change | 10,993 | $153K |
| Johnson Financial Group, Inc. | 0.01% | New | 10,400 | $145K |
| Fairscale Capital, LLC | 0.11% | — | 9,270 | $128K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 7,193 | $100K |
| Clean Yield Group | 0.03% | No change | 6,428 | $89K |
| NewEdge Advisors, LLC | 0.00% | Add +0.9% | 6,373 | $88K |
| Camelot Portfolios, LLC | 0.05% | New | 6,111 | $85K |
| Comerica Bank | 0.00% | No change | 5,497 | $76K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +333.1% | 4,331 | $60K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.6% | 3,186 | $44K |
| Avior Wealth Management, LLC | 0.00% | No change | 2,639 | $37K |
| Osaic Holdings, Inc. | 0.00% | Reduce -51.4% | 1,735 | $24K |
| Salomon & Ludwin, LLC | 0.00% | No change | 1 | $14 |
"% of holder's portfolio" is NUW's weight in each manager's 13F, not the share of Nuveen Amt-Free Muni Val the manager owns.